I was born and raised in the city of Trenton located in southeast Michigan in an area commonly referred to as “Downriver”. Downriver is the unofficial name for a collection of 18 cities and townships in Wayne County, Michigan, south of Detroit along the western shore of the Detroit River. We enjoy beautiful sunsets and water activities on the river and Lake Erie. Its residents have a diverse work history with an emphasis on manufacturing. The area is supported by automotive, steel, health care, engineering, energy, and retail. It’s a real diverse community and close-knit. They say that “six degrees of separation” is the idea that all people are six or fewer social connections away from each other. “Downriver” is probably three degrees of separation!
My clients know that family is very important to me. I am truly blessed and value the time I have with my wife, Kelli, and our two children, Adrianna (23) and Isaac (21). We are in the pre-empty nesting stage of life with both children in college. So, this has allowed us to travel a bit more and try different activities. We purchased an Airstream camper last year and really enjoy visiting some great locations with our two dogs Charlie and Abby.
I enjoy golfing and gardening in my free time. I enjoy making my own hot and tomato sauce from my garden. There is something so satisfying about participating and watching the process from beginning to end. I have some blueberry bushes and peach and apple trees. I love watching my friends and family pull off a fresh apple or pick a handful of blueberries to enjoy.
I am very active at FSI (Financial Services Institute) a Washington, DC-based organization that functions to look out for the benefits of average Main Street investors like our clients. I was privileged to sit on the board of directors from 2014 to 2018 and help shape policy and advocate for the general public and our clients. I continue to remain an active supporter and member.
I founded TL Financial Group in 2002 with the goal of educating individuals and families on how to achieve their most important financial goals. Looking out for our clients’ best interest has been at the heart of “what and why” we do what we do. As a comprehensive financial planning firm, we provide customized plans to help meet our client’s needs—whatever they may be. We believe our role is to be your advocate that will be there to support you through life’s challenges and transitions.
Well, now that you know a little more about me. If you would like to meet with me and our team to see if we would be a good fit, please call us or send an e-mail. We look forward to hearing from you!